As you read this in early February, your clients are receiving their annual 1099-R forms that report distributions taken in 2020 from their IRAs and other retirement accounts. Once they look the forms ...

There's plenty to do in January. But there's one item on your to-do list that you might have overlooked. That would be to ...

Cancelled and reissued qualified plan distribution checks, particularly to decedents, should be monitored for payment in light of the Internal Revenue Service’s repeated refusal to repay withholding ...

Q. We don’t need all the cash we get from our Required Minimum Distributions so we are interested in these charitable donations from an IRA I’ve been reading about to reduce the taxes on the RMD.